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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,226 | $134,001+209.1% | $112,258+269.0% | $134,509+208.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -16.98% | 47.15%-64.1pp | 27.47%-44.5pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,078 | $4,039-73.3% | $3,636-70.4% | $4,741-77.3% |
| Participant deferral / active EE | $7,437 | $5,291+40.6% | $4,728+57.3% | $6,400+16.2% |
| Admin fee / account holder | $4,301 | $7,491-42.6% | $6,411-32.9% | $11,427-62.4% |